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      Pledge Create Element Guide

      Overview

      The Pledge Create Element allows organizations to collect pledged commitments from donors, either as one-time manual payments or through automatic installments. It offers flexible configuration options for pledge amount, payment frequency, due dates, appearance, and more.

      Creating a Pledge Element

      1. Navigate to the Elements Tab
         Go to Elements > Pledge Creates.

      2. Create a New Pledge
         Click the blue plus button ➕ to create a new pledge and give it an internal name.

      Configuration Tabs

      1. Details Tab

      • Pledge Name & URL Slug: Customize the pledge title and URL slug.

      • Transaction Type: Set the pledge as:

        • Donation (tax-deductible)
        • Service Revenue (non-tax-deductible)
      • Amount Settings:
        • Set a fixed amount
        • Allow donors to choose:
          • From suggested amounts
          • Custom amounts
        • Optionally default the custom amount input
      • Installment Frequency:
        • Choose fixed frequency: 1, 4, 8 installments, monthly, etc.
        • Or allow donors to set their own number of installments.
      • Pledge Due Date:
        • Set a fixed due date
        • Or let donors choose their own
      • Auto-Billing Options:
        • Enable manual payments
        • Or enable auto-bill, which works like a recurring plan with an end date

      2. Appearance Tab

      • Customize each step’s label (e.g., "Choose Amount" → "Your Commitment")
      • Add/remove:
        • Informational content (image + description)
        • Navigation bar (e.g., donor portal links)
      • Add banner image, text, and up to 3 hyperlinks

      3. Suggested Amounts Tab

      • Create up to 6 suggested giving levels
      • Include description text for each level
      • Display options:
        • Grid
        • Prominent dropdown
      • Customize label (e.g., "Suggested Amounts" → "Sponsorship Levels")

      4. Designations Tab

      Control where funds are directed.

      • Show/hide designation input
      • Options:
        • Let donors choose any designation
        • Choose from a custom list
        • Assign a fixed designation
        • Use a predefined designation list
      • Customize appearance:
        • Minimal dropdown (bottom of page)
        • Prominent dropdown (centered)
      • Optional: Set a default designation

      5. Tribute Giving Tab

      Enable tribute gifts:

      • Collect honoree’s name and email
      • Let donors send a personalized message
      • Requires corresponding triggered message setup

      6. Payment Methods Tab

      Choose which methods donors can use:

      • Credit card
      • Bank login
      • ACH (bank transfer)

      7. Fees Tab

      Control fee coverage:

      • Allow donors to cover processing fees
      • Make fee coverage optional, default, or required
      • Option to count covered fees toward pledge total

      8. Custom Questions Tab

      Add optional survey questions:

      • Ask before or after pledge confirmation
      • Formats: Text, checkbox, dropdown, multi-choice, etc.
      • Save responses to supporter profiles or custom fields
      • Choose whether to ask every time or only once

      9. Thank You Page Tab

      Customize the post-pledge experience:

      • Add autoplay video or image
      • Customize text: “Thank you for your generosity” and description
      • Optional confetti animation
      • Add a “Make Another Payment” button

      Related Tab

      This shows records connected to your pledge element:

      • Pledges: See individual commitments and their statuses
      • Payments: View associated transactions
      • Supporters: Linked donor profiles
      • Campaigns: Associated campaigns
      • Custom Answers: Responses to your custom questions

      Connecting a Campaign

      Click the Implement button to:

      • Connect the pledge element to a specific campaign
         (This appends the campaign ID to the URL so payments roll up under the right campaign in reporting)

      • Choose embed format:

        • Hyperlink
        • Embed code
        • Pop-up code (optionally with transparent background)
      • Download a QR code

      • Archive and restore pledge elements as needed

      Dashboard View & Filters

      From the Pledge Create table, see:

      • Pledge ID
      • Pledge Name
      • Count of Campaigns associated
      • Count of Pledges associated
      • Count of Supporters associated
      • Count Transactions associated

      • Use filters to view:
        • Active, archived, or default pledges
        • Elements with more or fewer than X campaigns, pledges, or transactions
        • Save filters as presets

      Triggered Messages for Pledges

      Go to Triggers > Search "Pledge" to enable automated emails:

      • Pledge Created – sent when a pledge is first created
      • Installment Due Today
      • Installment Due Tomorrow
      • Installment Due in One Week
      • Installment Missed

      Also, if active, donors will receive Donation Success or Payment Success emails after each transaction.

      Key Use Cases

      • Major gift pledges paid over time
      • Capital campaigns
      • Sponsorship levels
      • Non-tax-deductible pledges for services/events
      • Multi-year giving programs

      Let me know if you'd like this turned into a help center article format, one-pager, or internal documentation!